Export a plan to Excel

If you want to sort, filter, report on, or share your Planner plan with people who aren't members of the plan, you can export your plan to Excel. 

  1. In your plan header, select the three dots (), then choose Export plan to Excel.

  2. When asked what you want to do with "[Plan name].xlsx", choose either Open or Save.
    When you open your plan, it will include the Plan name, Plan ID, and Date of export, as well as all of your tasks and their details. 

Once you have an Excel spreadsheet of your plan, you have more options for interacting with your plan data, including:

You can also:

  • Aggregate task data from multiple plans into one Excel chart to do analysis across plans

  • Export again to Microsoft Power BI for even greater sorting and reporting functionality

  • Share to non-members: You can share your Excel file and charts with people who you don't want to be members of the plan

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